Close + Schedule by Zapier

Create tasks in Close from new custom frequencies in Schedule by Zapier

Stay on top of your tasks with this seamless workflow. When a custom frequency occurs in your schedule on the Schedule by Zapier app, a new task is instantly generated in the Close app. This setup ensures that your task management is always up-to-date, increasing efficiency and keeping your productivity high.

Stay on top of your tasks with this seamless workflow. When a custom frequency occurs in your schedule on the Schedule by Zapier app, a new task is instantly generated in the Close app. This setup ensures that your task management is always up-to-date, increasing efficiency and keeping your productivity high.

  1. When this happens...
    Schedule by ZapierSchedule by Zapier
    Custom Frequency

    Triggers at user-defined intervals (days, weeks, months)

    TriggerInstant
  2. automatically do this!
    CloseClose
    Create Task

    Creates a new Task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Frequency TypeRequired

    • Interval

    • Start DateRequired

    • Time of DayRequired

    Trigger
    Instant
    Try It
    • Time Offset

    • Trigger on weekends?

    Trigger
    Instant
    Try It
    • Day of the WeekRequired

    • Time of DayRequired

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Call Transcript

    Triggers when a new call or voicemail transcript is added to Close.

    Trigger
    Instant
    Try It
    • Time of DayRequired

    • Trigger on weekends?

    Trigger
    Instant
    Try It
    • Day of the MonthRequired

    • Time of DayRequired

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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schedule logo
schedule logo

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.
Learn more

Related categories

  • Scheduling & Booking
  • Zapier